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Portrait of portfolio creator – back view
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Portrait of portfolio creator – front view

FINANCIAL ANALYST VALUATION SPECIALIST

FINANCIAL ANALYST VALUATION SPECIALIST

FINANCIAL ANALYST VALUATION SPECIALIST

/ MF & WEALTH ADVISORY

/ MF & WEALTH ADVISORY

Hey! I’m Aaditya Kumar Roy

Commerce undergraduate at DU SOL combining financial modeling, institutional business intelligence, and AI-driven workflow optimization. Experienced in executing multi-statement models, automated reporting, and interactive dashboard analytics. Focused on delivering data-backed financial insights and digital content with sharp execution.

New Delhi, India

Core Stack: Dynamic 3-Statement Forecasts, DCF & LBO Models, Power BI.

Institutional Training: Goldman Sachs Virtual Simulations (Operations & Audit).

Interdisciplinary Edge: Applying science-backed quantitative logic and behavioral market models to capital allocation.

"Loyaltyisatwo-waystreet.IfI'maskingforitfromyou,thenyou'regettingitfromme."

Capabilities

Financial Modeling & Valuation

DCF

LBO Models

Dynamic 3-Statement Forecasts · Sensitivity Analysis

Financial Modeling & Valuation

DCF

LBO Models

Dynamic 3-Statement Forecasts

Business Intelligence & Reporting

Power BI Dashboards

Tally Prime Integration

Excel Analytics

Business Intelligence & Reporting

Power BI Dashboards

Tally Prime Integration

Excel Analytics

GST Compliance Management

Tax Data Transformation

GST Offline Utility Expertise

Data Reconciliation & Validation

GST Compliance Management

Tax Data Transformation

GST Offline Utility Expertise

Data Reconciliation & Validation

Risk Management & Insurance Advisory

IRDAI POSP Certified

Wealth Protection

UHNW Risk Assessments

Risk Management & Insurance Advisory

IRDAI POSP Certified

Wealth Protection

UHNW Risk Assessments

Risk Management & Insurance Advisory

IRDAI POSP Certified

Wealth Protection

UHNW Risk Assessments

Risk Management & Insurance Advisory

IRDAI POSP Certified

Wealth Protection

UHNW Risk Assessments

Experience & Education

Higher Secondary Education (Class 12th) CBSE — New Delhi | 2026 Stream: Science (PCB)

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Aaditya Kumar Roy

Science Student--2026

Bachelor of Commerce (B.Com) Undergraduate Corporate Accounting, Business Valuation & Financial Analytics

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Aaditya Kumar Roy

(DU SOL) — 2026 - Present

Policybazaar Insurance Brokers (IRDAI Reg. No. 742) POS Code: IP568037 · Issued: Sep 2026 Authorized to solicit and service IRDAI-approved life, health, and general insurance products under statutory guidelines.

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Priya Nair

IRDAI Licensed Intermediary

His financial planning approach is sharp and structured. He simplified complex wealth allocation concepts into an actionable roadmap.

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Vikram Deshmukh

Private Investor & Business Owner

Conducted risk assessments for Ultra High Net Worth (UHNW) transactions and evaluated internal control frameworks within Global Banking & Markets.

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Virtual Intern – Operations & Internal Audit

Goldman Sachs (via Forage) — 2026

Focusing on corporate accounting, business valuation, and financial analytics.

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Bachelor of Commerce (B.Com)

University of Delhi (DU SOL) — 2026 - Present

Aaditya provided clear, data-driven insight into our mutual fund portfolio structure. Highly disciplined, transparent, and focused on long-term risk management.

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Rohan Sharma

Lead Financial Analyst

His financial planning approach is sharp and structured. He simplified complex wealth allocation concepts into an actionable roadmap.

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Vikram Deshmukh

Private Investor & Business Owner

Let’s talk.

Have a project or need help? Fill out the form, and we'll get back to you soon.

Wednesday, Sep 9, 2026

Wednesday, Sep 9, 2026

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